Handout 5.01: Exercise - Are you campaign ready?

*Take 10 minutes to quickly rate where you are now and consider what your next steps might be – don’t worry if you haven’t even started! The point is to help you consider what groundwork to do.*

| Campaign requirement | Self-rating out of 5 – where 1 = non-existent and 5 = in place | What work is required for this area to score a 5? | |----------------------|---------------------------------------------------------------|--------------------------------------------------| | Vision for project | | | | **Case for Support** | | | | Summary of specific needs | | | | Summary of specific solution | | | | Summary of benefits your campaign will enable (e.g. for people, for collection) | | | | Known budget – what will it cost? | | | | Summary of ‘why you’ – your organisation’s key achievements to date | | | | **Plans** | | | | Business plan – for new building / for organisation over next 3 years | | | | Fundraising plan | | | | **Campaign team** | | | | Dedicated staff who will manage / co-ordinate fundraising | | | | Trustees willing to fundraise | | | | Identified Campaign Chair | | | | CEO/Director willing/able to front campaign / lead fundraising ask | | | | Staff on-board – informing programme plans, ready to host visits from prospective donors, ready to ‘do their bit’ | | | | **Capacity and Resources** | | | | Database for managing donors | | | | Financial capability for managing large (ring-fenced) amounts (£1m+) | | | | **Prospects** | | | | A current supporter base | | | | List of potential Trusts and Foundations | | | | List of potential individual and/or corporate supporters | | | | Friends group | | | Fundraising for Archives